Retirement plan

WHITE + BURKE REAL ESTATE ADVISORS, INC. 401(K) RETIREMENT PLAN

Name: WHITE + BURKE REAL ESTATE ADVISORS, INC. - WHITE + BURKE REAL ESTATE ADVISORS, INC. 401(K) RETIREMENT PLAN (2019) Form 5500
Creator: WHITE + BURKE REAL ESTATE ADVISORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHITE + BURKE REAL ESTATE ADVISORS, INC. 401(K) RETIREMENT PLAN, WHITE + BURKE REAL ESTATE ADVISORS, INC.

WHITE + BURKE REAL ESTATE ADVISORS, INC.EIN 03-0336368Plan #001PY 2019

40 COLLEGE STREET, SUITE 100, PO BOX 1007 - BURLINGTON, VT 054021007802-862-1225whiteandburke.comLinkedIn1-10 employeescommercial real estate

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$531K

+36.3% from 2018

Total participants

+20.0% from 2018

Average account balance

$88,466

+13.6% from 2018

Annual return

22.70%

+31.49 pp from 2018

Benchmarks

See 15,855 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,855 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$227K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$162K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.02%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1793

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,466

$226,135-60.9%

$182,558-51.5%

$152,909-42.1%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.5%+17.5pp

Annual return

22.70%

192.60%-169.9pp

148.59%-125.9pp

345.46%-322.8pp

Employer contribution / active EE

$2,554

$4,979-48.7%

$4,076-37.3%

$4,764-46.4%

Participant deferral / active EE

$6,276

$6,371-1.5%

$5,526+13.6%

$5,851+7.3%

Admin fee / account holder

$10,707-100.0%

$8,594-100.0%

$11,601-100.0%

WHITE + BURKE REAL ESTATE ADVISORS, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WHITE + BURKE REAL ESTATE ADVISORS, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion